Training Calendar

May
30
Tue
AHM – Philadelphia, PA @ Courtyard by Marriott Philadelphia City Ave
May 30 – Jun 1 all-day

Assisted Housing Manager (AHM) Course

Quadel’s two-day (three with exam) Assisted Housing Manager (AHM) occupancy training helps your property comply with all HUD  program requirements while providing a variety of techniques to ensure that tenant files satisfy RHIIP requirements. Increased monitoring of regulatory compliance by HUD makes this course essential training for front-line staff, managers, and owners of HUD-subsidized multifamily housing.

AHM provides staff with the skills required to earn a superior annual Management and Occupancy Review (MOR). All programs in the HUD Handbook 4350.3 REV-1/CHG-4 are covered, including: Section 8 multifamily housing, Section 236, Section 221(d) (3), Section 202, Section 811, Rent Supplement, RAP and the new Section 811 Project Rental Assistance Projects.

Participants receive a copy of Quadel’s nationally recognized AHM course book. All of Quadel’s course books are designed to provide “plain English” reference manuals to assist program staff perform their daily functions more efficiently after attending the AHM training course.  EIV requirements are included throughout the course book.

Click for the complete course description

To see complete information for this training, including address and map to the location, click on “Read More.”

Jun
6
Tue
HQS – Norfolk, VA @ The Planning Council
Jun 6 – Jun 7 all-day

Housing Quality Standards (HQS) Course

Quadel’s Housing Quality Standards (HQS) training is a one and one-half day workshop, followed by a certification examination administered in the afternoon of the second day. The workshop includes classroom lecture and discussion, PowerPoint slides, and presentation of a training film. The course provides an overview of HQS and a program update, followed by a review of general HQS requirements, including performance measures, acceptability criteria, HQS versus local codes, inspection procedures, and lead-based paint requirements. A discussion and review of HUD’s HQS inspection forms are also included.

Click for the complete course description

The Planning Council Website

To see complete information for this training, including address and map to the location, click on “Read More.”

NorfolkHQS

Jun
13
Tue
TaCCs – NYC @ Broadway Housing Communities
Jun 13 – Jun 14 all-day

Low Income Housing Tax Credit Compliance

Quadel’s Low-Income Tax Credit Compliance Systems (TaCCs) course is a two-day workshop that provides management with comprehensive guidance on LIHTC compliance requirements.  The course also includes the very latest IRS and HUD updates.  Through extensive exercises and case studies, the TaCCs training leads participants through all of the critical compliance steps using a system of forms and monitoring tools covering all critical compliance areas including:

  • 1st Year Leasing Objectives, including Minimum Set-Aside
  • Applicant Eligibility
  • Annual Income Calculations & Verifications
  • Full-time Student Rule
  • Annual Re-certification & Ongoing Compliance
  • Available Unit Rule
  • Monitoring Requirements

Participants receive a copy of Quadel’s nationally recognized TaCCs course book. All of Quadel’s course books are designed to provide “plain English” reference manuals to assist program staff perform their daily functions more efficiently after attending the TaCCs training course.

This course is frequently paired with Quadel’s advanced training modules, Managing Compliance in Section 8, Section 236, and Section 202 & 811 Properties with Tax Credits, Managing Compliance in LIHTC Properties with HOME and CDBG Funding, and Managing Compliance in Properties with Public Housing Funding. These modules are offered in addition to the TaCCs certification examination.

Click for the complete course description

To see complete information for this training, including address and map to the location, click on “Read More.”

NYCTaCCs

Jun
15
Thu
Webinar – Management & Occupancy Review Essentials for Owners & Operators of HUD Multifamily Housing Projects @ Online
Jun 15 @ 2:00 pm – 4:00 pm

LIVE BACK-TO-BASICS WEBCAST
Thursday, June 15, 2017
2:00 PM to 4:00 PM EDT
Collaboration with Quadel Consulting & Training and Birch Island Real Estate Consulting

About This Training
On being prepared, Robert Baden-Powel, founder of the Boy Scouts, once said: “Personally, I like reading adventures which really have happened to people, because they show what kind of things might happen…and they teach one how to ‘Be Prepared’ to meet them.”

So, how prepared are you and your team for the upcoming Management & Occupancy Review (MOR) at your HUD property? Yes, HUD Form 9834 can be a bit overwhelming at first glance– but it doesn’t have to be. Let webcast host Mr. Vinnie Viola and presenters Ms. Dixie Cristea and Mr. Tracy Newman of Quadel Consulting & Training, lead you on a two-hour back-to-basics training that will ensure you’ll ‘BE PREPARED’ for your next MOR. The presenters will cover Form 9834 and the MOR process from initial scheduling through the MOR closeout letter. Ms. Cristea and Mr. Newman will share tips and lessons learned on TRACS and EIV compliance, tenant selection plans, among other important topics, from their combined nearly 40 years’ experience and expertise with HUD programs.

Training Agenda

  1. Introductions and Welcome
  2. MOR Process Overview and introduction to Form 9834
  3. MOR Scheduling Letter
  4. MOR Desk Review Process
  5. MOR Onsite Review Process
    • General Appearance & Security
    • Follow-Up Monitoring of Project Inspections
    • Maintenance & SOP
    • Financial Management /Procurement
    • Leasing & Occupancy (including EIV access & compliance)
    • Tenant /Management Relations
    • General Management Practices
  6. MOR Summary Report
  7. MOR Responses Due
  8. Important Industry Updates (Tenant Selection Plan Updates, VAWA)
  9. Tips & Common Review Findings

Is This Training for Me?
This webcast is intended for multifamily housing professionals who operate HUD projects at the site level or in supervisory corporate or regional manager roles. The training is also ideal for project owners who would benefit from an overview of HUD MOR requirements and expectations.
Property Managers
Regional Managers
Senior Level Compliance Staff
Project Owners
State Housing Agencies & PHAs
Contact Vinnie with questions about this training at (617)905-6340 or vinnie@birchislandrec.com.

About the Presenters
Dixie Cristea
Ms. Dixie Cristea is the Director of Compliance and Training for North Carolina Quadel (NCQ) where she oversees HUD compliance for a portfolio of 625 properties. Ms. Cristea has over 12 years of experience working with Project Based Section 8 program management.
Ms. Cristea received her Juris Doctor from the University of North Carolina School of Law, Chapel Hill, NC.

Ms. Cristea received her Bachelor of Arts in Philosophy, Concentration in Philosophy of Law, summa cum laude, from North Carolina State University, Raleigh, NC. In addition, Ms. Cristea also holds:
Assisted Housing Manager (AHM) Certification
Housing Quality Standards (HQS) Certification
Novogradac Property Compliance Certification (NPCC)

Tracy Newman
Mr. Tracy Newman is a Senior Program Manager for Quadel’s Performance Based Contract Administration (PBCA) division. He has over thirty years of experience in the affordable housing industry and has been with Quadel for over 15 years. In his current role he assists with all PBCA contractual related matters for the states of North Carolina and Indiana performance‐based consulting contracts (PBCA) in partnership with the North Carolina Housing Finance Agency and Indiana Housing Community Development Authority that provide PBCA administrative services to the Department of Housing and Urban Development. These contracts provide compliance and administrative oversight for more than 900 project-based affordable housing properties located throughout the states of North Carolina and Indiana.

In addition to his current role, Mr. Newman assumed the responsibilities of the Quality Management Representative for Quadel’s PBCA Division in 2015 where he oversees Quadel’s Quality Management System (QMS) and helps direct all quality activities related to Quadel’s ISO 9001:2008 compliance and registration. He also works closely with and collaborates on a variety of other affordable housing projects in Quadel’s Housing Choice Voucher (HCV) Program Division, Quadel’s Disaster Recovery Services (DRS) Division, Quadel’s Training Division and Quadel’s Business Development Team.

Vinnie Viola, MPA, HCCP
Mr. Vinnie Viola is Principal and Founder of Birch Island Real Estate Consulting, LLC. His company provides asset management consulting services and web-based and private trainings to owners, developers, operators and investors of multifamily housing funded with LIHTC equity. With over 25 years’ experience, Mr. Viola has worked in for-profit, government and not-for-profit organizations that invest in, manage and regulate affordable housing. His career includes ten years in various leadership roles at Boston Financial Investment Management and Boston Capital, through which he gained expertise with asset management best practices. In these roles, Mr. Viola participated in hundreds of investment committee meetings for prospective tax credit investments. He has proactively managed thousands of rental units in hundreds of investment partnerships, comprising over $1 billion in investor contributed equity. Mr. Viola currently provides consulting services in connection with NeighborWorks America’s organizational assessments of charter member organizations, focusing on profitability and production of real estate development, asset management and property management lines of business.

Mr. Viola received his Bachelor of Arts in Geography with concentration in urban planning (magna cum laud) from the University of Massachusetts Boston and Master of Public Affairs from the University of Texas Dallas. He currently serves on NAHB’s Housing Credit Certified Professional (HCCP) Board of Governors and chairs the board’s Professional Development subcommittee.

Jun
20
Tue
Fair Housing – Philadelphia, PA @ Courtyard by Marriott Philadelphia City Ave
Jun 20 – Jun 21 all-day

Fair Housing and Reasonable Accommodations

This two-day Fair Housing and Reasonable Accommodations course is intended to introduce and/or familiarize you with fair housing laws and prepare you to assist individuals and families who may encounter discrimination in their search for housing or as a tenant. The course materials will identify the classes of individuals that are protected by fair housing laws and regulations, and prepare you to explain basic fair housing requirements to applicants, participants and landlords. By the end of the training you should be able to identify how fair housing requirements apply to your job responsibilities and you should feel confident to assist applicants and participants who report they have been treated in a discriminatory manner. You will also be familiar with the resources available to assist you and your clients with fair housing issues.

Discrimination is making a decision in favor of or against a person on the basis of the group, class, or category to which the person belongs rather than according to the individual merits of the situation. In federal law the groups, classes or categories are known as “Protected Classes.”

Federal law also requires that “reasonable accommodations” be made to enable persons with disabilities to access and use housing assistance. A reasonable accommodation is a change in rules, policies or practices that make it possible for a disabled person to live in their housing.

The course is one full day of training and exercises.  There is an optional certification exam that requires an additional half day for review and test taking.

To see complete information for this training, including address and map to the location, click on “Read More.”

TaCCs – Stockton, CA @ Housing Authority of the County of San Joaquin
Jun 20 – Jun 22 all-day

Low Income Housing Tax Credit Compliance

Note: This is a Partnership Training between Quadel and the Housing Authority of the County of Jan Joaquin.  The only training option is the three day  TaCCs + Certification + Mixed Finance.

Quadel’s Low-Income Tax Credit Compliance Systems (TaCCs) course is a two-day workshop that provides management with comprehensive guidance on LIHTC compliance requirements.  The course also includes the very latest IRS and HUD updates.  Through extensive exercises and case studies, the TaCCs training leads participants through all of the critical compliance steps using a system of forms and monitoring tools covering all critical compliance areas including:

  • 1st Year Leasing Objectives, including Minimum Set-Aside
  • Applicant Eligibility
  • Annual Income Calculations & Verifications
  • Full-time Student Rule
  • Annual Re-certification & Ongoing Compliance
  • Available Unit Rule
  • Monitoring Requirements

Participants receive a copy of Quadel’s nationally recognized TaCCs course book. All of Quadel’s course books are designed to provide “plain English” reference manuals to assist program staff perform their daily functions more efficiently after attending the TaCCs training course.

This course is frequently paired with Quadel’s advanced training modules, Managing Compliance in Section 8, Section 236, and Section 202 & 811 Properties with Tax Credits, Managing Compliance in LIHTC Properties with HOME and CDBG Funding, and Managing Compliance in Properties with Public Housing Funding. These modules are offered in addition to the TaCCs certification examination.

Click for the complete course description

To see complete information for this training, including address and map to the location, click on “Read More.”

SanJoaquinTaCCs

Jun
27
Tue
AHM – Indianapolis, IN @ Indiana Quadel - 2nd Floor Training Center
Jun 27 – Jun 29 all-day

Assisted Housing Manager (AHM) Course

Quadel’s two-day (three with exam) Assisted Housing Manager (AHM) occupancy training helps your property comply with all HUD  program requirements while providing a variety of techniques to ensure that tenant files satisfy RHIIP requirements. Increased monitoring of regulatory compliance by HUD makes this course essential training for front-line staff, managers, and owners of HUD-subsidized multifamily housing.

AHM provides staff with the skills required to earn a superior annual Management and Occupancy Review (MOR). All programs in the HUD Handbook 4350.3 REV-1/CHG-4 are covered, including: Section 8 multifamily housing, Section 236, Section 221(d) (3), Section 202, Section 811, Rent Supplement, RAP and the new Section 811 Project Rental Assistance Projects.

Participants receive a copy of Quadel’s nationally recognized AHM course book. All of Quadel’s course books are designed to provide “plain English” reference manuals to assist program staff perform their daily functions more efficiently after attending the AHM training course.  EIV requirements are included throughout the course book.

Click for the complete course description

Hotel Suggestions

Downtown Indianapolis, being a popular convention city, has a whole host of hotels available, and there are at least 4 within a block of Indiana Quadel’s office building, Market Tower.

Hilton Indianapolis Hotel & Suites (closest)
Sheraton Indianapolis City Centre Hotel
Conrad Indianapolis
Hilton Garden Inn Indianapolis Downtown

To see complete information for this training, including address and map to the location and an easy way to add to your calendar, click on “Read More.”

Jul
11
Tue
TaCCs – Philadelphia, PA @ Courtyard by Marriott Philadelphia City Ave
Jul 11 – Jul 13 all-day

Low Income Housing Tax Credit Compliance

Quadel’s Low-Income Tax Credit Compliance Systems (TaCCs) course is a one and one-half to three day workshop that provides management with comprehensive guidance on LIHTC compliance requirements.  The course also includes the very latest IRS and HUD updates.  Through extensive exercises and case studies, the TaCCs training leads participants through all of the critical compliance steps using a system of forms and monitoring tools covering all critical compliance areas including:

  • 1st Year Leasing Objectives, including Minimum Set-Aside
  • Applicant Eligibility
  • Annual Income Calculations & Verifications
  • Full-time Student Rule
  • Annual Re-certification & Ongoing Compliance
  • Available Unit Rule
  • Monitoring Requirements

Participants receive a copy of Quadel’s nationally recognized TaCCs course book. All of Quadel’s course books are designed to provide “plain English” reference manuals to assist program staff perform their daily functions more efficiently after attending the TaCCs training course.

This course is frequently paired with Quadel’s advanced training modules, Managing Compliance in Section 8, Section 236, and Section 202 & 811 Properties with Tax Credits, Managing Compliance in LIHTC Properties with HOME and CDBG Funding, and Managing Compliance in Properties with Public Housing Funding. These modules are offered in addition to the TaCCs certification examination.

Click for the complete course description

To see complete information for this training, including address and map to the location, click on “Read More.”

Jul
25
Tue
AHM – Southfield, MI @ Detroit Marriott Southfield
Jul 25 – Jul 27 all-day

Assisted Housing Manager (AHM) Course

Quadel’s two-day (three with exam) Assisted Housing Manager (AHM) occupancy training helps your property comply with all HUD  program requirements while providing a variety of techniques to ensure that tenant files satisfy RHIIP requirements. Increased monitoring of regulatory compliance by HUD makes this course essential training for front-line staff, managers, and owners of HUD-subsidized multifamily housing.

AHM provides staff with the skills required to earn a superior annual Management and Occupancy Review (MOR). All programs in the HUD Handbook 4350.3 REV-1/CHG-4 are covered, including: Section 8 multifamily housing, Section 236, Section 221(d) (3), Section 202, Section 811, Rent Supplement, RAP and the new Section 811 Project Rental Assistance Projects.

Participants receive a copy of Quadel’s nationally recognized AHM course book. All of Quadel’s course books are designed to provide “plain English” reference manuals to assist program staff perform their daily functions more efficiently after attending the AHM training course.  EIV requirements are included throughout the course book.

Click for the complete course description

To see complete information for this training, including address and map to the location, click on “Read More.”

Sep
12
Tue
AHM – Philadelphia, PA @ Courtyard by Marriott Philadelphia City Ave
Sep 12 – Sep 14 all-day

Assisted Housing Manager (AHM) Course

Quadel’s two-day (three with exam) Assisted Housing Manager (AHM) occupancy training helps your property comply with all HUD  program requirements while providing a variety of techniques to ensure that tenant files satisfy RHIIP requirements. Increased monitoring of regulatory compliance by HUD makes this course essential training for front-line staff, managers, and owners of HUD-subsidized multifamily housing.

AHM provides staff with the skills required to earn a superior annual Management and Occupancy Review (MOR). All programs in the HUD Handbook 4350.3 REV-1/CHG-4 are covered, including: Section 8 multifamily housing, Section 236, Section 221(d) (3), Section 202, Section 811, Rent Supplement, RAP and the new Section 811 Project Rental Assistance Projects.

Participants receive a copy of Quadel’s nationally recognized AHM course book. All of Quadel’s course books are designed to provide “plain English” reference manuals to assist program staff perform their daily functions more efficiently after attending the AHM training course.  EIV requirements are included throughout the course book.

Click for the complete course description

To see complete information for this training, including address and map to the location, click on “Read More.”